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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,456 | $106,918+7.1% | $84,021+36.2% | $152,897-25.1% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.5%-5.5pp |
| Annual return | 21.06% | 105.01%-84.0pp | 71.32%-50.3pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,674 | $2,735-38.8% | $1,984-15.6% | $4,764-64.9% |
| Participant deferral / active EE | $4,797 | $4,012+19.6% | $3,239+48.1% | $5,851-18.0% |
| Admin fee / account holder | $104 | $8,288-98.7% | $6,102-98.3% | $11,599-99.1% |